Author
@WealthCode99978 WealthCode99978
grade Bx.com/WealthCode99978 ↗
Long-form AI supply-chain thematic mapper hunting obscure upstream beneficiaries
Publishes long-form bullish theses mapping the AI buildout d
trader score
+0.21
hit rate
60%
mean α
+0.10%
signals 14d
280
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 20 scored bets: 60% hit rate, +0.10% mean alpha, trader score +0.21. Their last-14d mentions, direction-adjusted, have moved -1.9% since posting (mean over 224 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | RKLB | @WealthCode99978 | +0.35 | Recaps a roughly 150% RKLB gain and members taking profits near the highs. | — | tweet ↗ |
| 2026-08-28 | NVDA | @WealthCode99978 | +0.85 | Argues Nvidia remains central to a prolonged AI infrastructure buildout with exceptional growth. | — | tweet ↗ |
| 2026-08-28 | NVDA | @WealthCode99978 | +0.70 | Reports AWS plans to deploy about two million Nvidia GPUs in an expanded infrastructure partnership. | — | tweet ↗ |
| 2026-08-28 | AMZN | @WealthCode99978 | +0.55 | Reports AWS plans to deploy about two million Nvidia GPUs in an expanded infrastructure partnership. | — | tweet ↗ |
| 2026-08-28 | SPCX | @WealthCode99978 | +0.40 | Morgan Stanley maintained an Overweight rating and set a $300 SpaceX price target. | · | tweet ↗ |
| 2026-08-28 | AMZN | @WealthCode99978 | +0.45 | Reports Amazon signed a long-term Nordic wind-power agreement supporting data-center expansion. | — | tweet ↗ |
| 2026-08-28 | GOOG | @WealthCode99978 | -0.55 | Says Alphabet's AI premium is fading as investors question returns on heavy investment. | — | tweet ↗ |
| 2026-08-28 | META | @WealthCode99978 | -0.30 | Reports Meta reached a US youth-safety settlement while warning European regulatory exposure remains. | — | tweet ↗ |
| 2026-08-28 | NVDA | @WealthCode99978 | +0.70 | Reports an NVDA earnings beat and growth outlook well above prior market expectations. | — | tweet ↗ |
| 2026-08-28 | SNDK | @WealthCode99978 | +0.40 | Reports a $31 billion-plus NAND capacity expansion with Kioxia through 2032. | — | tweet ↗ |
| 2026-08-28 | INTU | @WealthCode99978 | -0.50 | INTU beat quarterly expectations but issued FY2027 revenue and EPS guidance below consensus. | — | tweet ↗ |
| 2026-08-28 | MSTR | @WealthCode99978 | -0.50 | Warns potential MSCI exclusion could weaken MSTR liquidity, financing efficiency and valuation. | — | tweet ↗ |
| 2026-08-28 | SPCX | @WealthCode99978 | +0.65 | Frames Cursor as a strategic enterprise distribution channel for Grok and SpaceX's AI business. | · | tweet ↗ |
| 2026-08-28 | AVGO | @WealthCode99978 | +0.40 | BMO initiated AVGO at Outperform with a $455 price target. | — | tweet ↗ |
| 2026-08-28 | SKHY | @WealthCode99978 | +0.65 | Argues AI is driving a new DRAM/HBM growth phase benefiting the memory supply chain. | · | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.